Wellington Management Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$521M Buy
2,518,427
+234,735
+10% +$42.8M 0.1% 202
2025
Q4
$348M Buy
2,283,692
+63,621
+3% +$9.69M 0.06% 269
2025
Q3
$345M Buy
2,220,071
+354,512
+19% +$54.9M 0.06% 280
2025
Q2
$267M Sell
1,865,559
-860,296
-32% -$121M 0.05% 297
2025
Q1
$456M Sell
2,725,855
-878,482
-24% -$138M 0.09% 200
2024
Q4
$522M Sell
3,604,337
-867,848
-19% -$133M 0.1% 180
2024
Q3
$659M Sell
4,472,185
-473,701
-10% -$70.5M 0.12% 166
2024
Q2
$774M Buy
4,945,886
+1,086,982
+28% +$173M 0.14% 162
2024
Q1
$609M Sell
3,858,904
-188,712
-5% -$28.5M 0.11% 191
2023
Q4
$604M Buy
4,047,616
+417,183
+11% +$63.1M 0.11% 185
2023
Q3
$612M Buy
3,630,433
+423,863
+13% +$68.5M 0.12% 171
2023
Q2
$505M Buy
3,206,570
+322,567
+11% +$51.7M 0.1% 212
2023
Q1
$471M Buy
2,884,003
+133,842
+5% +$22.4M 0.09% 208
2022
Q4
$494M Buy
2,750,161
+221,698
+9% +$38.7M 0.1% 200
2022
Q3
$363M Sell
2,528,463
-424,619
-14% -$64.8M 0.08% 245
2022
Q2
$428M Buy
2,953,082
+80,147
+3% +$13.2M 0.09% 217
2022
Q1
$468M Sell
2,872,935
-58,648
-2% -$8.41M 0.08% 227
2021
Q4
$344M Buy
2,931,583
+163,688
+6% +$18.6M 0.06% 306
2021
Q3
$281M Sell
2,767,895
-285,438
-9% -$28.5M 0.05% 364
2021
Q2
$320M Sell
3,053,333
-1,272,267
-29% -$134M 0.05% 327
2021
Q1
$453M Sell
4,325,600
-96,517
-2% -$9.42M 0.08% 238
2020
Q4
$373M Sell
4,422,117
-4,236,934
-49% -$343M 0.07% 267
2020
Q3
$623M Sell
8,659,051
-3,046,746
-26% -$256M 0.13% 151
2020
Q2
$1.04B Sell
11,705,797
-10,046,008
-46% -$899M 0.23% 100
2020
Q1
$1.58B Sell
21,751,805
-15,803,732
-42% -$1.56B 0.42% 59
2019
Q4
$4.53B Sell
37,555,537
-151,830
-0.4% -$17.9M 0.95% 15
2019
Q3
$4.47B Sell
37,707,367
-3,059,437
-8% -$372M 1.01% 16
2019
Q2
$5.07B Buy
40,766,804
+137,362
+0.3% +$16.6M 1.12% 11
2019
Q1
$5B Sell
40,629,442
-1,827,312
-4% -$216M 1.13% 10
2018
Q4
$4.62B Sell
42,456,754
-636,181
-1% -$73.7M 1.16% 10
2018
Q3
$5.27B Sell
43,092,935
-2,538,449
-6% -$308M 1.11% 9
2018
Q2
$5.77B Buy
45,631,384
+3,653,680
+9% +$454M 1.28% 7
2018
Q1
$4.79B Buy
41,977,704
+2,491,200
+6% +$298M 1.08% 8
2017
Q4
$4.94B Sell
39,486,504
-2,288,933
-5% -$271M 1.09% 11
2017
Q3
$4.91B Buy
41,775,437
+104,125
+0.2% +$11.4M 1.13% 8
2017
Q2
$4.35B Sell
41,671,312
-451,587
-1% -$47.8M 1.02% 14
2017
Q1
$4.52B Buy
42,122,899
+1,687,569
+4% +$189M 1.09% 13
2016
Q4
$4.76B Sell
40,435,330
-169,603
-0.4% -$18.5M 1.19% 10
2016
Q3
$4.18B Buy
40,604,933
+1,014,707
+3% +$104M 1.05% 13
2016
Q2
$4.15B Buy
39,590,226
+881,674
+2% +$88.7M 1.07% 12
2016
Q1
$3.69B Sell
38,708,552
-10,334,230
-21% -$904M 0.97% 13
2015
Q4
$4.41B Sell
49,042,782
-3,593,956
-7% -$324M 1.15% 8
2015
Q3
$4.15B Buy
52,636,738
+4,848,235
+10% +$408M 1.16% 12
2015
Q2
$4.61B Buy
47,788,503
+2,032,991
+4% +$213M 1.19% 11
2015
Q1
$4.8B Buy
45,755,512
+501,612
+1% +$53.5M 1.23% 10
2014
Q4
$5.08B Sell
45,253,900
-3,599,516
-7% -$409M 1.34% 7
2014
Q3
$5.83B Buy
48,853,416
+253,820
+0.5% +$32.4M 1.61% 6
2014
Q2
$6.34B Buy
48,599,596
+3,946,888
+9% +$491M 1.71% 3
2014
Q1
$5.31B Buy
44,652,708
+3,440,024
+8% +$400M 1.47% 5
2013
Q4
$5.15B Buy
41,212,684
+1,770,899
+4% +$214M 1.48% 5
2013
Q3
$4.79B Buy
39,441,785
+2,860,285
+8% +$352M 1.5% 3
2013
Q2
$4.33B Buy
+36,581,500
New +$4.42B 1.41% 6

Other funds holding CVX

Wellington Management Group's CVX Position: Q1 2026 in Review

Wellington Management Group increased its Chevron (CVX) stake by 10% in Q1 2026, buying an estimated $42.8M and bringing the position to 2,518,427 shares worth $521M. The position accounts for 0.1% of the portfolio, ranked #202.

Wellington Management Group first reported a position in CVX in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.34B in Q2 2014. 4,267 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • Wellington Management Group held 2,518,427 shares of Chevron worth $521M as of Q1 2026.
  • Wellington Management Group bought 234,735 Chevron shares in Q1 2026, an estimated $42.8M.
  • Chevron made up 0.1% of Wellington Management Group's portfolio in Q1 2026, its #202 holding.
  • Wellington Management Group first reported a position in Chevron in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Chevron position peaked at $6.34B in Q2 2014.
  • 4,267 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.